See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,982 | $214,378-99.1% | $200,582-99.0% | $142,382-98.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.02% | 46.41%-36.4pp | 42.33%-32.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $673 | $6,841-90.2% | $6,419-89.5% | $4,299-84.3% |
| Participant deferral / active EE | $720 | $9,865-92.7% | $9,331-92.3% | $6,507-88.9% |
| Admin fee / account holder | $1,495 | $17,692-91.5% | $16,305-90.8% | $12,624-88.2% |